BlueSky Wealth Advisors LLC Boosts Stake in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT)

BlueSky Wealth Advisors LLC raised its position in Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT) by 2.1% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 262,399 shares of the company’s stock after acquiring an additional 5,463 shares during the quarter. Dimensional U.S. Targeted Value ETF makes up 11.2% of BlueSky Wealth Advisors LLC’s portfolio, making the stock its 2nd biggest holding. BlueSky Wealth Advisors LLC owned 0.15% of Dimensional U.S. Targeted Value ETF worth $14,282,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Global Trust Asset Management LLC raised its stake in Dimensional U.S. Targeted Value ETF by 2.0% during the 1st quarter. Global Trust Asset Management LLC now owns 10,382 shares of the company’s stock valued at $565,000 after purchasing an additional 200 shares during the period. City State Bank raised its stake in Dimensional U.S. Targeted Value ETF by 10.5% during the 1st quarter. City State Bank now owns 74,201 shares of the company’s stock valued at $4,039,000 after purchasing an additional 7,021 shares during the period. Pioneer Wealth Management Group raised its stake in Dimensional U.S. Targeted Value ETF by 43.6% during the 1st quarter. Pioneer Wealth Management Group now owns 82,748 shares of the company’s stock valued at $4,504,000 after purchasing an additional 25,142 shares during the period. Maryland Capital Advisors Inc. raised its stake in Dimensional U.S. Targeted Value ETF by 1.8% during the 1st quarter. Maryland Capital Advisors Inc. now owns 32,398 shares of the company’s stock valued at $1,763,000 after purchasing an additional 586 shares during the period. Finally, Fortitude Family Office LLC grew its holdings in Dimensional U.S. Targeted Value ETF by 55.2% during the 1st quarter. Fortitude Family Office LLC now owns 33,763 shares of the company’s stock valued at $1,838,000 after buying an additional 12,005 shares in the last quarter.

Dimensional U.S. Targeted Value ETF Stock Up 0.7 %

NYSEARCA DFAT traded up $0.38 during trading on Monday, hitting $51.85. 211,114 shares of the stock traded hands, compared to its average volume of 242,232. The company has a market capitalization of $9.60 billion, a P/E ratio of 9.99 and a beta of 1.12. The firm has a 50-day simple moving average of $52.45 and a 200-day simple moving average of $51.94. Dimensional U.S. Targeted Value ETF has a 12-month low of $42.53 and a 12-month high of $54.64.

Dimensional U.S. Targeted Value ETF Profile

The Dimensional U.S. Targeted Value ETF (DFAT) is an exchange-traded fund that mostly invests in extended market equity. The fund is an active, tax-managed fund that seeks to provide long-term capital appreciation from a portfolio of US mid- and small-cap value stocks. DFAT was launched on Dec 11, 1998 and is managed by Dimensional.